LEGACY FINANCIAL GROUP, INC. DFAU Holdings History
LEGACY FINANCIAL GROUP, INC.'s Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, LEGACY FINANCIAL GROUP, INC. held 310,926.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $11.95 Mil. This investment constitutes 3.84% of their stock portfolio, and LEGACY FINANCIAL GROUP, INC. now holds 0.16% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q4. And since then LEGACY FINANCIAL GROUP, INC. has made 7 purchases of DFAU, at an average price of $29.08, for a total of 313,470.00 shares. In addition, there have been 2 sales at an average price of $39.40 for 2,544.00 shares. Based on historical transaction data and DFAU's current price of $43.13, LEGACY FINANCIAL GROUP, INC.'s estimated gain on his DFAU holdings is $4.39 Mil, reflecting a 48.20% gain to date.
LEGACY FINANCIAL GROUP, INC. DFAU ($43.13) Holding Chart
LEGACY FINANCIAL GROUP, INC. DFAU ($43.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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